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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,285 | $133,983-92.3% | $112,244-90.8% | $134,493-92.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.25% | 47.13%-68.4pp | 27.46%-48.7pp | 418.01%-439.3pp |
| Employer contribution / active EE | $1,034 | $4,039-74.4% | $3,635-71.5% | $4,740-78.2% |
| Participant deferral / active EE | $1,976 | $5,291-62.7% | $4,728-58.2% | $6,400-69.1% |
| Admin fee / account holder | $63 | $7,490-99.2% | $6,411-99.0% | $11,425-99.5% |